Managers of Wealth

Jupiter's Mumby retires

Jupiter Asset Management fund manager Robert Mumby has retired, having left the company at the end of December.

Walker Crips to expand into Cornwall

An investment and wealth management firm is expanding into the Westcountry with a new Cornwall office.

Morgan Stanley nabs $6.5B Merrill Lynch private wealth team

Three elite advisers with Merrill Lynch's Private Banking and Investment Group jumped to Morgan on Friday

Credit Suisse names Citi veteran as Mideast ultra-high net worth head

He will be based in Geneva and will report to Bruno Daher, chief executive of Credit Suisse Middle East.

Aberdeen CIO Richards named CBE in New Year Honours List

Anne Richards, the chief investment officer (CIO) at Aberdeen Asset Management, and Elizabeth Corley, chief executive of Allianz Global Investors, have become CBEs in the 2015 New Year Honours List

New investment manager at Canaccord Genuity Wealth Management

He will also be undertaking equity research and provide a supporting role to members of the fund research team.

Team Producing $4.2M Joins Morgan Stanley

Earlier this month, RBC lost two advisors

City High-Flyer In Sudden Exit From Signia

One of the City's leading women executives has quit the firm she founded after leaving Coutts in 2010, Sky News learns.

Grant Thornton Appoints Private Clients Director

The Norwich office of Grant Thornton has strengthened its private client team with a new senior appointment.

HSBC poaches ‘Yorkshire’s most powerful banker’ from rival Barclays

HSBC HAS hired the man once described as Yorkshire’s most powerful banker to lead its operations for large corporates in the North of England.

U.S.Bank hires Ena Licina as vice president

The bank's Private Client Reserve provides wealth management services to individuals and families with a net worth of $3 million or more.

BlackRock unveils iShares Asia reshuffle

They include Geir Espeskog, head of iShares for the Nordics, who has been appointed as iShares’ head of distribution in Asia Pacific, effective January 1.

Northern Trust Elects Dean M. Harrison to Board, Lord Charles Powell as Advisory Director

Harrison has been instrumental to the creation and success of Northwestern Medicine, a strategic partnership between the medical school and health system, to become one of the nation’s premier academic medical centers.

JPM hands Asian equity fund to ex-Henderson manager

JP Morgan Asset Management has named Marc Franklin as the lead on its JPM Asia Equity fund shortly after recruiting the fund manager from rivals Henderson Global Investors.

Wells Fargo Consolidates Research Services Under One Roof

Wells Fargo’s Wealth, Brokerage and Retirement (WBR) division is consolidating WBR’s investment research, strategy, manager research and publications units into the Wells Fargo Investment Institute (WFII), WBR has announced.

Raymond James recruits $300M Morgan Stanley team

Raymond James has snagged a $300 million team from Morgan Stanley Wealth Management.

Abberley takes over as Charles Stanley CEO

Howard remains as non-executive chairman of the group, while Abberley takes over as CEO and a member of the Charles Stanley board as of today.

BNP Paribas Hires Royal Bank of Scotland Equity Derivatives Head

Swiss Name First Woman to Central Bank’s Governing Board

Andréa Maechler Will Join Board of the 107-Year-Old SNB for Six-Year Term From IMF

Raymond James Hires Two Advisors from Morgan Stanley

Houck, began his career at Morgan Stanley, where he worked as a wealth advisor and senior vice president before joining Raymond James this year.

Executive Moves